WORKFLOWS
Repeatable service automation
Automate approved intake, routing, notifications, task creation, onboarding steps, reminders, and operational reporting.
AI & Business Automation
Governed AI and workflow automation for repeatable business operations.
Design and implementation for Microsoft Copilot, Power Automate, approved AI assistants, service-request triage, user onboarding, knowledge workflows, CRM automation, reporting, and controlled social publishing.
Operational outcomes
Automate routine work while preserving security, accuracy, and human oversight.
Responsible automation starts with a defined process, approved data sources, access controls, exception handling, auditability, measurable outcomes, and human approval for sensitive actions.
KNOWLEDGE
AI-assisted knowledge access
Organize approved documentation and deploy assistants that help users find accurate, permission-aware answers.
GROWTH
Connected customer workflows
Coordinate CRM updates, lead routing, campaign operations, content approval, and scheduled publishing across approved channels.
Service scope
Capabilities included in the service scope.
Responsibilities, licensing, support windows, dependencies, exclusions, security requirements, and the implementation sequence are confirmed in writing before work begins.
Automation discovery and process mapping
Microsoft Copilot readiness guidance
Power Automate workflow implementation
AI-assisted request classification and routing
Onboarding and offboarding workflow automation
HubSpot and CRM workflow administration
Knowledge base and reporting workflows
Approved social content scheduling and publishing
Delivery methodology
A controlled path from assessment to operations.
Assessment
Review the environment, business impact, users, ownership, requirements, and technical constraints.
Architecture
Define the technical design, scope, dependencies, safeguards, timeline, and acceptance criteria.
Implementation
Execute controlled changes, communicate impact, validate functionality, and document the configuration.
Operations
Complete a documented handoff or establish ongoing administration, service review, and support responsibilities.
Service information
Technical and commercial questions, answered.
Service boundaries vary by environment. The final scope, responsibilities, support terms, and acceptance criteria are confirmed in writing.
Can every IT task be handled automatically by AI?
No. Automation is appropriate for defined, repeatable, low-risk processes. Security, privileged access, billing, legal, production, and high-impact changes require appropriate human review and approval.
Which social channels can be connected?
Common channels include LinkedIn, Google Business Profile, Facebook, Instagram, and YouTube, subject to platform permissions, account ownership, API availability, and the approved publishing workflow.
Can Sharpix automate HubSpot workflows?
Sharpix can help administer approved HubSpot access, SSO, user permissions, lead routing, notifications, workflow logic, and integrations when the required subscription and access are available.
Technical consultation
Identify high-value opportunities for governed automation.
Provide the current environment, affected users or systems, operational impact, security requirements, and intended outcome.